Truist Securities, Inc.

Broker-DealerFINRA MemberEst. 1972
Total AUM
—
Advisory reps
1,160
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
6271
Registered since
July 19, 1972

Firm profile

FINTRX

Overview

Truist Securities, Inc. is organized as a corporation and is classified in the dataset as an investment bank rather than a registered investment adviser. The firm has been registered with the SEC since 1972. Ownership is reported as domestic entities and individuals. The profile indicates the firm does not serve as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the provided data. The source file does not supply detail on advisory mandates, fee schedules, or the firm's day-to-day business lines, so the available descriptors focus on legal form and regulatory posture. The absence of adviser-related attributes in the record is consistent with a broker‑dealer / investment bank operating model rather than a wealth-management RIA managing client assets.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Albert Pappas

    Albert Pappas

    Managing Director and Chief Compliance OfficerCRD 1875535

  • Mark Huffstetler

    Mark Huffstetler

    Chief Credit OfficerCRD 2830214

  • Thomas Hackett

    Thomas Hackett

    Chairman and Chief Executive OfficerCRD 2878035

Contacts

3 of 1157
  • Tajdikur Rahman

    Tajdikur Rahman

    Compliance OfficerCRD 5661642

  • Tyler Potretzke

    Director, Institutional Equity SalesCRD 5802654

  • Gregory Binney

    Senior Vice PresidentCRD 5204875

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
740 Battery Ave Se
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth